Find a Financial Planner in Vancouver, WA

 

Get Top Tier Financial Planning

We did the hard work of finding trustworthy partners in Vancouver, WA.

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Vancouver Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Vancouver, WA


  • Financial Advisor Close to Vancouver, WA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Vancouver Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Vancouver area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Personal financial planning focuses on organizing and optimizing a client's finances through risk management, debt reduction, investment management, and more. Some of the most common services in Vancouver include retirement planning, investment management, tax planning, estate planning, asset management, and debt management.
19.2% of Vancouver's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Vancouver area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning names the beneficiaries of your estate upon death and who has the responsibility to make healthcare and financial decisions on your behalf if you are incapacitated during life. A comprehensive estate plan includes a living will and other types of legal documentation as needed to achieve its intended outcome. In the Vancouver area, qualified financial professionals--like financial advisors--offer estate planning services.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Vancouver area an ongoing effort.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. Financial advisors in the Vancouver area often offer tax planning services to their clients. Tax planning strategies will differ depending on depending on where you live. Washington has unique laws defining which actions trigger a taxable event and has the 24th highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse is a service offered by many financial advisors, planners, and other professionals in the Vancouver area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation is a good way to make high-interest debts more manageable. Advisors in the Vancouver area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

The Value of Working With the Best Financial Planners in Vancouver, WA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Vancouver, WA

We evaluated over 13,000 RIA firms to bring you the best of the best Vancouver financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Vancouver, WA?

  • Population: 180,556
  • % of Population 62 Years and Over: 19.2%
  • Average Home Value: $287,700
  • Average Monthly Housing Cost: $1,247
  • Average Household Income: $80,500
  • Washington Total Tax Burden: 8.34% (24th Highest in U.S.)
  • Washington Property Tax: 2.65% (20th Lowest in U.S.)
  • Washington Individual Income Tax: 0.00% (Lowest in U.S.)
  • Washington Sales and Excise Tax: 5.69% (3rd Highest in U.S.)


The Top Financial Advisor Firms in Vancouver, WA


LEADER CAPITAL CORP.

Website

(503) 294-1010

315 W. Mill Plain Blvd.
Suite 204
Vancouver, WA 98660

SEC#: 801-56684
Years in Business: 21 years

GREAT NORTHERN ASSET MANAGEMENT, LLC

Website

(360) 567-3300

1111 Main Street
Suite 650
Vancouver, WA 98660

SEC#: 801-66214
Years in Business: 15 years

HARLOW WEALTH MANAGEMENT, INC.

Website

(360) 573-2522

400 East Mill Plain Blvd.
Suite 200
Vancouver, WA 98660

SEC#: 801-112275
Years in Business: 3 years

SUSTAINABLE WEALTH MANAGEMENT, INC.

Website

(360) 597-4570

300 E. 17th Street

Vancouver, WA 98663

SEC#: 801-110752
Years in Business: 3 years

JOHNSON BIXBY

Website

(360) 695-1795

275 West Third Street
Suite 600
Vancouver, WA 98660

SEC#: 801-119645
Years in Business: 0 years

FORT VANCOUVER INVESTMENT MANAGEMENT, LLC

Website

(360) 823-0477

1601 Officers Row

Vancouver, WA 98661

SEC#: 801-112403
Years in Business: 3 years

JAMES R. MARTIN CONSULTING, INC

Website

(360) 567-1822

1111 Main St. Suite 612

Vancouver, WA 98660

SEC#: 801-58066
Years in Business: 20 years

MARTEL WEALTH ADVISORS INC

Website

(360) 694-9940

2001 Se Columbia River Drive
Ste 100
Vancouver, WA 98661

SEC#: 801-113777
Years in Business: 2 years

NEWFOCUS FINANCIAL GROUP, LLC

Website

(888) 762-2423

410 West 12th Street

Vancouver, WA 98660

SEC#: 801-63625
Years in Business: 16 years

SECURITY FIRST ADVISORS

Website

(503) 274-4224

16703 Se Mcgillivray Blvd. #230

Vancouver, WA 98683

SEC#: 801-118065
Years in Business: 1 years